J.P. Morgan Wealth Management - Managing Director - Regional Director of Wealth - Tempe, AZ

Job Description

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.

As a Regional Director of Wealth in J.P. Morgan Wealth Management, you will be responsible for driving growth across the region, creating a culture of effective management, and developing great leaders. You will play a vital role in delivering an extraordinary customer experience by empowering our talented employees to surprise and delight our customers during each and every customer interaction. The Regional Director of Wealth oversees Market Directors of Wealth. You will drive the integration of deposits, lending and investments regionally, lead and build belief in the branch model and achieve key, financial metrics including year over year revenue and profit growth, deepening client acquisition and expense management.

Job responsibilities

• Ensure that all employees are following policies and procedures to maintain a safe and compliant branch environment for customers
• Collaborate with partners firm-wide to provide a seamless “One Chase” experience for our customers. Work with branch teams to utilize technology to best meet customer needs
• Create a culture of risk management and control that acts with appropriate understanding, urgency, and knowledge of the ultimate responsibility to safeguard our customers and business.
• Strategize to lead the region during organizational change and develop regional strategy to achieve key financial targets, including YoY revenue and profit growth, net new money, and expense management
• Drive the integration of deposits, lending and investments regionally, leading and building belief in the branch model and achieving key, financial metrics including YOY revenue and profit growth, NNM, deepening, client acquisition and expense management
• Build strategies (client service model, client segmentation strategy, product solutions, etc.) and find opportunities to deepen and grow customer relationships (affluent and other segments)
• Coach and develop Market Directors of Wealth on best practice techniques about coaching, developing productive recommendations, and general management. Conduct detailed business reviews to deep dive into the results of all market directors
• Ensure talent and performance strategies are in place to attract, retain, and develop diverse employees by identifying and developing managers who build high performing teams
• Deliver on high performance standards and protect the firm and customers through adherence to policy, satisfactory audits and consistent execution of KYC and KYP
• Recruit and retain excellent talent as well as set the tone of commitment to diversity and inclusion

Required qualifications, capabilities, and skills

• 10+ years proven experience coaching and managing multiple layers of management and employees in the organization
• A valid and active FINRA Series 7, 66 (or equivalent) is required
• A valid and active FINRA Series 9/10 (or equivalent) is required and must be obtained or attained within a 90 days of beginning employment
• Capability to understand the direction of the business and industry; can articulate vision to motivate and influence others
• Ability to effectively lead, coach and manage large organizations remotely
• Ability to improve speed to execution by operating well in an ambiguous / ever –changing environment. Ability to lead through change to support culture of accepting missteps in order to achieve success
• Act as an innovative thinker able to drive future engagement with customers to provide exceptional experience
• Demonstrated ability to build relationships and to proactively collaborate with all other areas of Consumer and Community Banking
• Ability to develop a diverse team and source and attract internal and external talent by building and maintaining personal network of contacts
• Create a climate in which people want to do their best; motivate and empower others by inviting input from each person and sharing ownership and visibility
• High degree of investment services and product acumen, and keen interest in the financial markets

Preferred qualifications, capabilities, and skills

• Bachelor Degree required

About Us

Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans

About the Team

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.

We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.